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How to zero or delete transactions of purchases, sales and inventory in Dynamics Great Plains

We've testing different configurations with a company data and have reach the configuration we want (that is master files and thiers classes, etc.).  The problem is that the same company data has been entering purchases, checks, sales and inventory.

We would like to zero or clean only the transactions so we can us the company setup & master files to start operation; otherwise, we would have to start a new company and start entering all setup from start.
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rayluvs
Asked:
rayluvs
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2 Solutions
 
Steve EndowMicrosoft MVP - Dynamics GPCommented:
Hi,

Instead of deleting data from a test company, can you instead setup a new, clean company database and copy just the configuration that you need from your test company?

If that migth work, I would recommend trying the "Copy Company Setup" automated solution offerd by Microsoft.  Here is the description:

Copies all the setup information from one company to another in SQL. You can choose between what module information to send over to the new company. *Note: Due to the potential amount of time this operation takes to complete, it is advised to run this solution during off peak hours.

Here is the URL.  A CustomerSource / PartnerSource login is required.  

https://mbs.microsoft.com/customersource/support/selfsupport/automatedsolutions/automatedsolutions9plus.htm

Let me know if that helps or if you have any additional questions.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional
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Steve EndowMicrosoft MVP - Dynamics GPCommented:
Hi,

Sorry, I just realized that link is for the GP 9 version of the automated solutions.

If you are implementing GP 10, here is the link:

https://mbs.microsoft.com/customersource/support/selfsupport/automatedsolutions/automatedsolutionsR10.htm

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional
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rayluvsAuthor Commented:
Ok I found it "CopyCompany10_v2.msi".  This app will copy my setup config and also my master files (Customers, Vendors, Classes, Employees, etc.)?
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rayluvsAuthor Commented:
I think I found a manual way of doing it (see link):

https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb$en-us$872709&wa=wsignin1.0

Does CopyCompany10_v2.msi does this same thing?

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Steve EndowMicrosoft MVP - Dynamics GPCommented:
Hi,

The Copy Company Setup will copy data from predefined lists of tables for each module.  I haven't compared the list with the KB article you sent, but at a minimum, you could give it a try on a blank company to see if it meets your needs.  Just create a new, blank company, and then make a backup of it before you run the Copy Company Setup routine.  You can then always restore it if you want.

Below is the listing of the tables that it copies for each module.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional



The tables that are copied are as follows:Dynamics (System): MC60100, MC60200, SY01900Advanced Financial (AFA): AF40100,AF40101,AF40102,AF40103,AF40104,AF40105,AF40106,AF40107,AF40108,AF40109,AF40110,AF40200,AF40201Company: SY00300,SY01100,SY02300,SY02200,SY03000,SY03100,SY03300,SY40100,SY40101,TX00101,TX00102,TX00201,SY40102,SY40103,SY00600,SY04100,SY04200,SY01201,PA00001,SY00700,SY03900,SY01200If report options selected: SY70100,SY70200,SY70300,SY70400,SY70500,SY70501,SY70600Fixed Assets: FA40200,FA40201,FA40202,FA40203,FA40300,FA41100,FA41200,FA41400,FA41500,FA42400,FA01400,FA01401,FA00200,FA00902,FA01100,FA00100,FA00400,FA19900,FA00300,FA00904,FA00600,FA00500,FA41300,FA49900,FA42500,FA41600,FA42200,FA42100,FA41000Human Resources: HR70500,BE020230,BE021030,BE031000,HR2Ben21,HR2Ben11,HR2Ben12,HR2Ben13,HR2Ben14,HR2Div02,HR2Tra01,HR2Tra03,HRCom022,HRDep022,HRDiv022,HRPBen05,HRPro022,HRPppc01,HRsax012,HRsax022,HRsax042,HRtra042,HRtrpc02,HRtrps01,RV010221,RV020221,RV030221,SK010230,TAAC0130,TAST0130,TAST0130,TAST0230,TAST0330,TAST0532,TATM0130Extended Pricing: SOP10110,IV10401,IV10402,IV10403,SOP10110,RM00500,SOP10108,IV10400,SOP40709,SOP10109,SOP10205Financials: GL00100,GL00100,GL00102,GL00103,GL00104,GL00105,CM40100,CM40101,GL00200,GL00201,GL40000,GL40100,GL40101,SY04100,GL40200,CM00100If report options selected: GL70500,DTA00700,LK4000,LK40001Inventory: IV00101,IV00103,IV00104,IV40100,IV40201,IV40202,IV40401,IV40900,IV40500,IV40600,IV40700,IV40800,IV00102,IV00105,IV00106,IV00107,IV00108,IV40400,IV40701,IV40702,IV41100,IV41101,IV41102,BM00101,BM00111,BM40100,IV00109,IV00110,IV41000,IV41001,IV41100,IV41101,IV41102,IV00113,IV00114,IV00115If report options selected: IV70500Invoicing: ,IVC40100,IVC40101Mult Currency: MC40000,MC40100,MC40201,MC40301,MC40500,MC60400,MC00201,MC60200,MC40300,MC00200Payables: PM00100,PM00101,PM00200,PM00203,PM00300,PM40100,PM40102,PM40103If report options selected: PM70500Payroll: UPR40100,UPR40101,UPR40200,UPR40300,UPR40301,UPR40500,UPR40501,UPR40600,UPR40700,UPR40800,UPR40801,UPR40900,UPR40901,UPR40902,UPR41100,UPR41200,UPR41201,UPR41400,UPR41401,UPR41500,UPR41700If report options selected: UPR70500,UPR70501Purchase Order Processing: POP40100,POP40600,POP40400,POP40800,POP40900,POP00101Receivables: RM00105,RM00102,RM00201,RM00301,RM00303,RM40101,RM40201,RM40401,RM40501,RM40601,RM40102,RM00101,RM00106,PA00002,RM00105,RM00305If report options selected: RM00700,RM40501Sales Order Processing: SOP00100,SOP00200,SOP40100,SOP40200,SOP40201,SOP40300,SOP40400,SOP40500,SOP40600,SOP00300,SOP10111,SOP40101,SOP60200,SOP60300,SOP00300Manufacturing: COSS0401,CP010400,DD030000,CO010000,WC010300,DD010000,DD020000,WCPS0100,PFH10000,BMPS0114,BMPF0114,SCSU0010,ISSP0201,mops0100,SP010016,SO030000,IS050000,RTPS0130,SP010100,MPPS0230, ,LC010014,WPPS0114,EC090000,EC030030,EC020030,ECPU0000,EC020230, ,ECPS0000,ICJC0008,JCPS0040,MPUF0130,RTPU0130,WPPU0114,QAPU0032,CP010530,PRPF0113,IVR10015,IV40400,CT40401,ADSK0700,IVR40400,IS090000,IVR40500,CT00001,CT00002, ,MM010032,WC010714,RT010130,WC010931,WC010200,WCUF0130,IVR10232,WC01100,CP010330,CP010230,WC010800,WC010500,WC010400,CP010030,WC010100,WC010015,WC010600,TP010000,DW010100,MN010000,DW010013,RTW20000,BM010200,WCTEHD00,TL020000,RTH10100,TL040000,RT010001,BM010115,RT010400,BC010000,IVR10100,ICIV0400,Bomlev1,Bomlev2,CT00005,CT00004,TARD1001,BM010415,OC010100,SY03900,BM010116,BM010416,WCTE0000,ICJC0003,ICJC0009,ICJC0006,ICJC0007,MFGEXT01,ICJC0004,IVR50000,OC010200,OC010000,OC010300,OC010400,QA110032,QA110232,QA120032,QA160032,QA130132,QA130032,QA100332,QA100232,QA100132,QA100032,QA140032,QA150032,QA110132,MPPU0130,PC010000,CT00003,CT00102,CIV0323Project Accounting: PA41701,PA43001,PA41801,PA42401,PA41901,PA42001,PA42701,PA42501,PA42601,PA40102,PA40101,PA41101,PA41201,PA41001,PA40701,PA40801,PA01101,PA01121,PA01111,PA01201,PA01202,PA01001,PA00401,PA00701,PA00801,PA01408,PA01403,PA01407,PA41601,PA41303,PA41304,PA41501,PA02000,PA02010,PA01241,PA23401,PA01222,PA01122,PA13201,PA23502,PA23201,PA23501,PA12102,PA12101,PA12103,PA23400,PA12001,PA02701,PA01141,PA41701A,PA42602,PA43101,PA43102,PA40501,PA42802,PA42801,PA40901,PA40601,PA42201,PA00501,PA00502,PA00503,PA00504,PA00511,PA00521,PA00531,PA02601,PA02301,PA91301,PA91304,PA02401,PA02501,PA01211,PA01221,PA01410,PA41301,PA41302,PA61020,PA61040,PA00402,PA02101,PA05200,PA01301,PA01303,PA01304,PA00601,PA00901,PA01402,PA01406,PA92301,PA92304,PA42901,PA42902,PA60020,PA60030,PA41401,PA41409,PA40201,PA40202,PA60040,PA40203,PA43002,PA00512,PA12000,PA23500,PA33701,PA33702Bill Of Materials: BM40100,BM00101,BM00111
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rayluvsAuthor Commented:
Thanx ...it looks pretty much the same... we'll give it a go!
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fhillyer1Commented:
you have another option that is easier for you

just go to "Microsoft Dynamics GP" menu, then click on Maintenance, then on Clear Data
select the series you want and then from there selec all tables except for those where the name includes SETUP and the system will do it automatically for you
GP V10

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rayluvsAuthor Commented:
Thanx, i just saw it myself, true!  I assume that afterward I run reconcile and all end of month values of the master are corrected; is that accurate to say?
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fhillyer1Commented:
yes, that's true, i use it myself when testing payroll implementations or manufacturing ones the most
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rayluvsAuthor Commented:
thanx... we'll be with that today
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rayluvsAuthor Commented:
Ok we used clear data and then reconcile.  All went well but the vendors info stayed the same.  That is inquiry >> purchases >> vendor credit (also vendor yearly), except vendor period.  

How can we reset vendors purchasing info?
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rayluvsAuthor Commented:
I also tried the apps CopyCompany10_v2 and it gave me attached error.


eeGP.jpg
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rayluvsAuthor Commented:
I WENT TO CHECK LINKS JUST INCASE, BUT STILL SAME ERRROR
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Steve EndowMicrosoft MVP - Dynamics GPCommented:
Hi,

So just to confirm, the error you received using the Copy Company utility occurred when you were transferring from your test database to a new, blank company?

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional



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rayluvsAuthor Commented:
yes.
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fhillyer1Commented:
when you cleared the data using integrated gp command, did you went all modules, selecting all options execpt for those that have the word setup in their name?
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rayluvsAuthor Commented:
I cleared all that had "work", "open", "history" and "transaction".  Some didn't have setup, but had "master".
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fhillyer1Commented:
true, master are the cards sections, but let me compile the ones you need to select
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rayluvsAuthor Commented:
Yes... that was going to be my question: which should cleared thar would only leave setup & masters
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rayluvsAuthor Commented:
Hi, did u compile the list?  we are in the processed and it keeps not working completely (hope u can send the specific tables)
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fhillyer1Commented:
all right i'll send you the list give me a minute
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fhillyer1Commented:
Here is the list i normally use,
Clear-Data-Selected-Items.doc
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rayluvsAuthor Commented:
Thanx, got it.
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